Tuesday 22 May 2012

Is there a way within CRM 2011 of limiting access to a system dashboard or a system view to a specific security role?  In the same way we do with CRM forms.

One thing you can do is....
1. Create a system dashboard but  set the DBrd's  Tab(s) component  property visibility to 'False'
This results in a blank page when anyone looks at it

2. You (or anyone that has rights to create a dashboard) can then make a personal Save As copy of the system dashboard (reset the Tab visibility) and share with the appropriate team
(downside loads of Qs re blank system dashboards )

(If System dashboard's are imported/exported in a solution you can even delete them once the personal DashBoards have been created - personal dashboards cant be packaged into a solution)

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